JSEZX Mutual Fund

JSEZX Mutual Fund

NAV$49.20
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Returns Overview

1 Month
+3.62%
3 Months
-3.27%
6 Months
+49.46%
YTD
+6.62%
1 Year
+8.60%
3 Years (annualized)
+10.61%
5 Years (annualized)
+1.22%
10 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSEZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+6.62%
Peer Avg (YTD)
+14.00%
vs Peers
-7.38%

JSEZX Mutual Fund Performance

JSEZX performance across multiple time periods: 1-month 3.62%, YTD 6.62%, 1-year 8.60%, 3-year 10.61%, 5-year 1.22%, 10-year 7.70%.

JSEZX returns trail the peer average of 14.00% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

JSEZX vs another fund shows side-by-side returns. JSEZX alternatives are available in the Mutual Fund Screener.